Practice Marketing Associate

Job Description SummaryPerforms a number of routine tasks following set procedures in the field of Promotions and Advertising. Some problem-solving ability is required.Job DescriptionJob SummaryUnder direct supervision, uses general knowledge and skills obtained through training and experience to assist financial advisors with marketing efforts. General instructions and procedures are provided to perform routine standardized tasks.Essential Duties and ResponsibilitiesAssists with processing mass mailings.Contacts prospective and existing clients to offer services or invite them to seminars.Sends prospective and existing clients introductory letters, marketing materials, thank you letters, requests for referrals, etc.Coordinates seminars including scheduling, room set-up, menu planning, audio visual aids, and marketing materials.Sets up and confirms appointments.Obtains and maintains “leads” lists.Updates client relationship management system.Performs a variety of administrative functions, including data entry.Performs other duties and responsibilities as assigned.Knowledge ofCompany’s working structure, policies, mission, and strategies.General office practices, procedures, and methods.Basic principles and practices of customer relations, marketing and communications.Skill inOperating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databasesGathering, compiling and updating information and maintaining distribution listsAbility toOrganize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.Provide a high level of customer serviceEducation/Previous ExperienceHigh School Diploma or equivalent and 0-2 years in general office experience in a financial services environment or related work experience required, or an equivalent combination of experience, education, and/or training as approved by Human Resources.EducationBachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: FinanceWork ExperienceGeneral Experience - 4 to 6 monthsCertificationsTravelLess than 25%WorkstyleResidentAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels to:Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomesMake prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matterContribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.#LI-AC1 #J-18808-Ljbffr Raymond James Financial, Inc.